Kwb Wealth Ishares Esg Advanced Msci Usa Transaction History

Kwb Wealth

$785 Million
Q1 2025

A detailed history of Kwb Wealth transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Kwb Wealth holds 5,271 shares of USXF stock, worth $246,682. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,271

Holding current value

$246,682

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 10, 2025	BUY	$46.38 - $52.65 $244,468 - $277,518	5,271 New	5,271 $245,000

Others Institutions Holding USXF

# of Institutions

262

Shares Held

20.6M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

5.17M
Shares

$242 Million
0.08% of portfolio
Black Rock Inc. New York, NY

2.69M
Shares

$126 Million
0.0% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

1.19M
Shares

$55.6 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

1.05M
Shares

$49.1 Million
0.02% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

669K
Shares

$31.3 Million
1.12% of portfolio

View Full List

About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

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